Financial Health Check

At Thirdview our financial expertise extends across a wide range of categories, including those listed below. Of course, no two financial plans are the same, so bring us your questions and together we can build a strategy that works for you.

This quick questionnaire is designed to save you time when we meet in person. It should take less than 5 minutes to complete.

Tip: Select “no” if you are unsure.

My Financial Outlook





Superannuation





Investments




Taxation




Income and Cash Flow





Insurance




Family succesion planning.




Mortgage






For those aged 55-64



For those looking to retire within 5 years.




Aged care planning




Last question!